LIVE Power Hour to dive deep into strategies, overview, opportunities, and risks.
Our Special Guest is Jennifer Baker of Baker Wealth Strategies to talk about Defined Benefit Plan.
- Nov 21st, 2024
- 12 PM CT
- Online, Private for TaxPlanIQ.com paid users
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LIVE Power Hour to dive deep into strategies, overview, opportunities, and risks.
Our Special Guest is Heidi Henderson of Engineered Tax Services, who will be discussing Cost Segregation.
- Dec 19th, 2024
- 11 AM CT
- Online, Private for TaxPlanIQ.com paid users
Our TaxPlanIQ demo will give you an overview of how we can help you and your team with tax planning, organization, efficiency, and increased value.
- Daily M- F
- As available
- Online, Public, Free
Onboarding sessions help you set up a client and build a tax plan. This is a WORKSHOP using templated client data that we present.
- Daily M- F
- As Available
- Online, Private for TaxPlanIQ.com for Customers only